Tag Archives: financial planning brisbane
Liberal versus Labor: How they will tinker with your super
With the federal election less than a week away, many Australians are wondering how their nest egg will be impacted by the different policies. With superannuation being a near $3 trillion-dollar pot of gold for the parties, we look at … Continue reading →
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December Economic Update
Your financial well-being and plans for the future can be impacted by various economic events, so below is a video to assist you to stay up to date with the latest indicators. The economic news out of the US and … Continue reading →
The winners and losers of the Federal Budget
Older Australians, First Home Buyers and Small Business are the clear winners from the Federal Budget, but the list of losers is long. Treasurer Scott Morrison’s second budget may have been short and sweet but the bottom line is, taxpayers … Continue reading →
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$1 billion of investments up for grabs – could it be yours?
Whether it is moving often, heading overseas or simply forgetting, Australians are losing track of their money and investments, with more than $600 million sitting in unclaimed bank accounts and a staggering $450 million in shares, ready to be claimed. … Continue reading →
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Australians delay retirement by three years
Australians are delaying retirement by an average three years as cuts to the age pension and low interest rates force people to rethink their savings plans. A survey by research firm Roy Morgan conducted last October found that the average … Continue reading →
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Changing of the Goal Posts for Self-Funded Retirees – How to make sense of the Changes to the Age Pension.
For many years, the Age Pension has been available to thousands of self-funded retirees who have sought advice around the generous rules and exemptions available and employed smart strategies to gain access to the Government Benefits, even with substantial superannuation … Continue reading →
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November Update
November is here and as always it opens with the race that stops a nation. But the Melbourne Cup has been eclipsed by an even bigger race this month, and that’s the home stretch to the US Presidential election on … Continue reading →
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Forget the Smashed Avo on Toast – Are you just too lazy to save money?
Australians are self-confessed penny pinchers, with new research identifying three-quarters of Australians as tightwads who limit their spending and hunt for the best deals. But with all this self-confession, are we really saving as much as what we could? With … Continue reading →
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$500,000 lifetime superannuation cap scrapped
The Government has today announced improvements to the superannuation changes announced in the 2016-17 Budget that make Australia’s superannuation system even fairer, more flexible and more sustainable. Following extensive consultation, the Government will amend the package to improve the measures … Continue reading →
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End of Financial Year Update and Strategies
After a long spell of milder weather, winter is finally here, but the upcoming federal election will be providing plenty of heat for the next few weeks at least. With significant changes to superannuation, business tax and negative gearing in … Continue reading →
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